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The following resources can be used for training associated with federations.  Some of this material was created by REFEDS and some by other organisations.  Please note the acknowledgements and licenses. 

Getting Started - Business Case

ResourceDescriptionAudienceAuthors / Licenses

Value Proposition for Identity Federations

(supporting slides)

High level overview of the value of identity federations.


Slides create for APAN training event by Heather Flanagan for NSRC.

Decision MakersHeather Flanagan for REFEDS.  Creative Commons CC BY 3.0.

Jisc Business Case Toolkit

(supporting slides)

Business Case for adopting SAML based federations at institutions.Decision Makers / Project Managers.Curtis and Cartwright for JISC.  Unknown license.
Jisc Institutional Preparedness ReportAn approach taken by Jisc to assess the readiness of its organisations to adopt federated access.  Approach could be reused.Decision Makers.Curtis and Cartwright for JISC.  Unknown license.
Federation "Soft" SkillsA federation provides a technical framework for in which the federation operates. The federation however requires some additional soft components to ensure its growth and sustainability.
  • Marketing.
  • Support.
  • Sustainability.
  • The business model.
Federation staff. Terry Smith, AAF and APAN TF-IAM.
Introduction to Federated IdentityIntroduction designed for NREN Development Support workshop in Sofia, 2014.Decision makersBrook Schofield for GÉANT

Getting Started - Federation 101

ResourceDescriptionAudienceAuthors / Licenses

AAI Training for non-technical staff:

AAI Fundamentals
AAI Under the Hood
AAI Supply Chain

Training module developed by Ann Harding and Nicole Harris for staff at GÉANT.

 

 

Non-technical / customer facing staff.Ann Harding and Nicole Harris. GÉANT Project.
What is Federation? Training developed by APAN TF-IAM group for new federation development in the APAN region.
  • Overview of federations, the key components - Metadata, Identity Providers and Services Providers.
  • Comparison of the different types of federation that can be constructed
  • Introduction to the Trust Framework that underpins a federation
  • The difference between Identity Federation and EDURoam
  • What is REFEDs?
Project Managers / Decision Makers.Terry Smith, AAF and APAN TF-IAM.
AARC Federation 101Various documents supporting a 101 approach to understanding federations.Project Managers.AARC project. 
Federation 101 RefresherPart 1 of a course developed for Federation as a Service training.  Covers authentication / authorisation, attributes in federations and main roles within the federation.Federation Operators.Peter Schober, Aconet for GÉANT
What is Federation?Part 2 of a course developed for Federation as a Service training.  Covers basic federation structure.Federation Operators.Lukas Hämmerle, SWITCH for GÉANT.
InterfederationPart 3 of a course developed for Federation as a Service training.  Covers interfederation approaches. Federation Operators.Peter Schober, Aconet for GÉANT

Community Use Cases

ResourceDescriptionAudienceAuthors / Licenses
Federation for Virtual Organisations Slideset looking at the use cases for federation for researchers and virtual organisations.                      Project Managers              Heather Flanagan, NSRC. 
Research Community RequirementsPart of training module developed by Ann Harding and Nicole Harris for staff at GÉANT.Project ManagersAnn Harding, SWITCH for GÉANT
NREN Identity StrategyPart of training module developed by Ann Harding and Nicole Harris for staff at GÉANT.Project ManagersAnn Harding, SWITCH for GÉANT
NREN Identity StrategyIntroduction designed for NREN Development Support workshop in Sofia, 2014.Project Managers

Nicole Harris, REFEDS

Creative Commons CC BY 3.0.

Building a Federation

ResourceDescriptionAudienceAuthors / Licenses
Federation Policy TemplateTemplate document for federation policy creation.Federation Managers / Federation Steering

Marina Vermezovic, Mikael Linden, Natalija Radosevic, Peter Schober, Brook Schofield.  GÉANT Project.

Federation Policy Training

Training associated with federation policy development.Federation Managers / Federation SteeringNicole Harris for REFEDS.  Creative Commons CC BY 3.0.
Federation Policy Training

Training developed by APAN TF-IAM group for new federation development in the APAN region.

The federation rules provide the basic trust in the federation.

  • REFEDs tools to assist in the creation of federation rules
Federation Managers / Federation SteeringTerry Smith, AAF and APAN TF-IAM.
Metadata Registration Practice StatementTemplate document for a federation metadata registration practice statement.Federation Managers / Federation SteeringNicole Harris for REFEDS.  Creative Commons CC BY 3.0.

Metadata 101 - Essentials

Metadata 101 - Upper Layers

Part of course developed for Federation as a Service training.Federation Managers / Operators

Lukas Hämmerle, SWITCH for GÉANT.

Peter Schober, Aconet for GÉANT.

Implementing a Federation Resource Registry

Training developed by APAN TF-IAM group for new federation development in the APAN region.

  • Function of the Federation Registry
  • Comparison of available Open Source Federation Registry tools
  • Using the AAF Federation Registry
  • The creation wizard
  • Work flows
  • Contacts and Administrators
  • Navigation
  • Generating and distributing Federation Metadata
Federation ManagersTerry Smith, AAF and APAN TF-IAM.
SWITCH Resource RegistryExample of how SWITCH operates a resource registry. Federation OperatorsLukas Hämmerle, SWITCH for GÉANT.
JAGGER trainingTraining book for JAGGER as used by Federation as a Service.Federation OperatorsGÉANT project. 
eduGAIN Best Practice GuideAssists federations to produce all the required information for each step in order to streamline the process for both joining federations and the eduGAIN Operations Team.Federation Managers / Federation SteeringEnabling Users team, GÉANT.
Attribute Release / Entity Category Training

The goal of the training is to assist identity federation operators in deploying attribute release practices for the Home Organisations and Service Providers in their federations.

The training covers:

Federation Operators

Mikael Linden for GÉANT.

Nicole Harris for REFEDS.  Creative Commons CC BY 3.0.

Rhys Smith, JISC.

Lukas Hämmerle, SWITCHaai.

Femke Morsch, Surfconext.

APAN 42 - TF-IAM: Bringing the Campus into a Federation (PDF)
Presented at APAN 42; day two of a three-day workshop on identity and access management from the campus level (day 1) to the federation.Federation Operators / Federation Managers

Nicole Harris, GÉANT

Brook Schofield, GÉANT

Creative Commons CC BY 3.0

For IdPs / SPs

ResourceDescriptionAudienceAuthors / Licenses
Discovery GuideGuidelines on how to implement the AAI discovery process effectively.Service Providers (and Identity Providers).REFEDS.  Creative Commons CC BY 3.0.
Discovery Service

Training developed by APAN TF-IAM group for new federation development in the APAN region.

  • Why do we need Discovery
  • Comparison of Discovery options
  • How to ensure Discovery is highly available
  • The Virtual Home - an IdP for the homeless
Federation Operators, Service Providers and Identity Providers.Terry Smith, AAF and APAN TF-IAM.

AARC training for Service Providers (SPs)

(supporting slides)

Guidelines and slides associated with SP training run by AARC.Service Providers.GÉANT for AARC.
IAM Online Series

Really useful series of monthly meetings hosted by InCommon.

Recent highlight sessions include (but there are many many more):

Identity Providers, Service Providers, general audience.InCommon.

 

Campus Education

ResourceDescriptionAudienceAuthors/License
APAN42 TF-IAM: Bringing IAM and SSO to the Campus (PPTX, PDF)
A slide deck, expanded from the material presented at WACREN 2016, for educating campuses around why SSO, why federation, and best practices in this space.general audience, Federation Operators, Campus AdministratorsCreative Commons CC BY 3.0.

 

 

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